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Strategies & Market Trends : Gorilla and King Portfolio Candidates

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To: Apollo who wrote (48783)	11/12/2001 8:55:17 PM
From: Stock Farmer	Read Replies (1) of 54805

Appolo - I'd like to hear your cogent insight as to which "gorillas" you have determined will "die" Well, my jesting analogy about diseased Gorillas was not to imply that businesses would fail. But I see how it can be taken as such. But I was speaking from the perspective of my capital going to money heaven. It's the dollars that die in a misguided investment, not the company. We should know by now that stock price and business prospects for a company are fundamentally decoupled. Theory would have the market keep them in lock-step. But somehow they have departed, quite radically, if conventional metrics mean anything anymore. Quite a lot of G&K money could end up in money heaven. At least that's how I read the tea leaves. Things were getting closer to parity then they had been in a few years. But this recent rally has taken us too far, too fast, and in the wrong direction. IMHO. So, I have no predictions for any of these techno-moated gorillas going out of business. But the only one I've identified with a stock price close to "reasonable" is MSFT. John.

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